Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DELTA INVESTMENT MANAGEMENT LLC | COM | 451 | $257,000 | 3,923 | 0.11 | 3,923 | +Inf | 09-30-2022 | |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -133 | -3.33 | 12-31-2023 |
PERSONAL CFO SOLUTIONS LLC | COM | 453 | $371,698 | 3,841 | 0.00 | 0.00 | -139 | -3.49 | 12-31-2023 |
ETHIC INC | COM | 454 | $366,028 | 3,792 | 0.00 | 0.00 | 288 | 8.22 | 03-31-2024 |